Business Development Representative

• Identify and qualify new business opportunities within target segments (e.g. family offices, EAMs, private banks).

• Conduct detailed market mapping and research of priority segments to identify potential accounts and key stakeholders.

• Execute outbound outreach via email, LinkedIn, and phone.

• Book and manage qualified meetings.

• Research and segment leads based on Canopy’s Ideal Customer Profile (ICP).

• Engage leads using tailored messaging and report prospect insights to the team.

• Collaborate with Marketing to optimize outreach strategies and content.

• Maintain accurate and timely CRM records of all lead interactions.